In Exit Strategies

Rodney Ott - M&A AdvisorWhen we start a new client engagement, we frequently field seller concerns over how much information we’ll reveal and to whom. We know how important it is to maintain confidentiality and include the following as part of our engagement process:

  • You approve blind ads and summaries used in marketing
  • Buyers sign confidentiality agreements and are thoroughly screened
  • Only qualified buyers receive confidential information
  • You pre-approve the buyer outreach list
  • We use an online deal room to control information access, restrict printing, and track who viewed your information
  • We move the sale forward in a carefully timed process that minimizes unauthorized disclosures
  • You approve timing and release of sensitive details
  • You decide when to reveal the sale to employees and the public

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